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Route One Investment Company - William Duhamel

Route One Investment Company a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
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William Duhamel

William Duhamel
Route One Investment Company

Hedge Fund Manager
Ranked #122 out of 487 Hedge Fund Managers

Portfolio Gain

+151.68%
Since Jan 2016

Sharpe Ratio

2.29
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$2.85B
William Duhamel manages more assets than 58% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+17.03%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
24.74% Technology
22.49% Consumer Defensive
15.79% Communication Services
15.68% Healthcare
10.23% Consumer Cyclical
8.41% Financial
0.00% Industrial Goods
0.00% General
A breakdown of Route One Investment Company's portfolio by sector

Route One Investment Company Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Thermo Fisher
Not Changed
Healthcare
$578.13
($528.37-$627.88)
-16.87%
0.00%
130.44M
4.57%
Post Holdings
Reduced
Consumer Defensive
$111.14
($103.33-$118.96)
+1.79%
-15.49%
506.13M
17.74%
Vail Resorts
New
Consumer Cyclical
$179.25
($167.58-$190.92)
+8.76%
+100.00%
4.84M
0.17%
Amazon
Reduced
Consumer Cyclical
$176.41
($151.61-$201.20)
+8.11%
-7.98%
287.02M
10.06%
New York Times
Not Changed
Communication Services
$53.43
($50.37-$56.49)
-0.84%
0.00%
211.23M
7.39%
Boeing
Sold Out
Industrial Goods
$174.30
($151.65-$196.95)
+0.70%
-100.00%
0.00
0.00%
Guidewire
Not Changed
Technology
$155.57
($132.01-$179.13)
+11.03%
0.00%
524.23M
18.38%
Lamb Weston Holdings
New
Consumer Defensive
$68.69
($52.99-$84.40)
+19.15%
+100.00%
36.97M
1.29%
Charles Schwab
Added
Financial
$68.86
($61.01-$76.70)
+26.60%
+66.04%
240.63M
8.41%
Salesforce
Reduced
Technology
$255.43
($232.21-$278.64)
+23.89%
-12.09%
147.01M
5.15%
See a list of Route One Investment Company's holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details

Measured Performance

Compare Route One Investment Company's performance with other Hedge Funds and the S&P 500

Route One Investment Company activity FAQ

What is Route One Investment Company’s portfolio gain since Jun 2013?
Route One Investment Company’s portfolio gain since Jun 2013 was 151.68%.
    What is Route One Investment Company’s Sharpe Ratio?
    Route One Investment Company’s Sharpe Ratio is 2.29.
      What is Route One Investment Company’s portfolio value?
      Route One Investment Company’s portfolio value is $2.85B.
        What is Route One Investment Company’s average return since the fund’s last 13F filing?
        Route One Investment Company’s average return since the fund’s last 13F filing is 7.71%.
          What was Route One Investment Company’s average return in the last 12 months?
          Route One Investment Company’s average return in the last 12 months was 38.35%.
            What was Route One Investment Company’s average return in the last 3 years?
            Route One Investment Company’s average return in the last 3 years was 17.03%.
              When was the most recent most recent 13F form submitted by Route One Investment Company?
              Route One Investment Company's most recent 13F form was submitted on Sep 30, 2024.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is William Duhamel Net Worth?
                  William Duhamel is Managing Route One Investment Company which has a net worth of $2.85B.
                    TipRanks & Hedge Funds: TipRanks measures the performance of William Duhamel and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

                    Disclosure on Hedge Fund Expert Ranking:
                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
                    1. Hedge funds that manage stocks of more than 1,500 different companies
                    2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.